See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $127,986 |
OSAIC WEALTH INC1 year Filed as: OSAIC WEALTH, INC. Service code 27 · EIN 93-0987232 | Advisory (Plan) | $72,750 |
PENSION ASSURANCE LLP2 years Filed as: PENSION INNOVATIONS & CONSULTING Service code 13 · EIN 34-1944384 | Contract Administrator | $10,095 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,321 | $106,028-31.8% | $146,958-50.8% | $77,643-6.9% |
| Participation rate | 88.7% | 78.4%+10.3pp | 82.2%+6.5pp | 70.6%+18.1pp |
| Annual return | 13.09% | 56.73%-43.6pp | 418.34%-405.2pp | 31.24%-18.1pp |
| Employer contribution / active EE | $1,888 | $4,063-53.5% | $4,933-61.7% | $2,726-30.7% |
| Participant deferral / active EE | $7,103 | $7,990-11.1% | $8,070-12.0% | $4,647+52.9% |
| Admin fee / account holder | $191 | $337-43.5% | $12,998-98.5% | $430-55.7% |